Who Owns MFS ACTIVE (MFSG)? -- Institutional Holders (2026-06-30)

43 institutions reported holding $254.5M of MFS ACTIVE (MFSG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Private Advisor Group, LLC ($66.8M), LPL Financial LLC ($53.1M), Evergreen Wealth Solutions, LLC ($31.8M), JONES FINANCIAL COMPANIES LLLP ($31.5M), Allegheny Financial Group ($25.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Private Advisor Group, LLC$66.8M2.2MAdded
2LPL Financial LLC$53.1M1.8MAdded
3Evergreen Wealth Solutions, LLC$31.8M1.0MTrimmed
4JONES FINANCIAL COMPANIES LLLP$31.5M1.1MAdded
5Allegheny Financial Group$25.6M845,444Added
6Royal Bank of Canada$8.1M269,100Added
7Prosperity Financial Group, Inc.$5.2M172,207Added
8RAYMOND JAMES FINANCIAL INC$4.9M163,017Added
9Cornerstone Wealth Management, LLC$4.0M133,281Trimmed
10COMMONWEALTH EQUITY SERVICES, LLC$3.9M127,950Added
11Cetera Investment Advisers$3.6M117,426Added
12Advisory Services Network, LLC$2.8M92,308Added
13Kingsview Wealth Management, LLC$2.2M71,494Added
14Apollon Wealth Management, LLC$1.7M56,959Added
15GOLDMAN SACHS GROUP INC$1.4M46,804Added
16JANE STREET GROUP, LLC$1.2M38,173Trimmed
17IHT Wealth Management, LLC$1.1M35,395Trimmed
18GWN SECURITIES INC.$892,17129,476Trimmed
19NATIXIS ADVISORS, LLC$568,00018,779New
20BANK OF AMERICA CORP /DE/$497,54516,438Added
21STIFEL FINANCIAL CORP$470,84515,556Added
22Dickmeyer Boyce Financial Management, Inc.$466,11515,400Trimmed
23Cambridge Investment Research Advisors, Inc.$439,00014,510Added
24PARK AVENUE SECURITIES LLC$435,00014,366New
25D. E. Shaw & Co., Inc.$326,95210,802New

Source: SEC Form 13F filings · as of 2026-06-30